Creating and Managing Goals

creating a goal select create goal from any tab on the goals page to open the create goal modal all fields marked with a red asterisk are required goal type (required) select from the goal types your admin has configured types are grouped into two categories organizational (company, department, and team level goals) and personal (individual goals) the type you select determines how progress is tracked, which target levels are available, and whether forecasting and milestones are enabled parent goal link the new goal to an existing goal to place it in the hierarchy select top level goal to make it a root goal with no parent if you're adding a sub goal from within a goal's detail view, the parent is pre filled automatically you can change it sensitivity (required) controls who can see the goal defaults to org public five options are available sensitivity visibility org public visible to everyone in the organization manager shared visible to the person, their managers in the reporting line, and users with sensitive access personal visible only to the person and users with sensitive access not visible to managers without sensitive access manager only visible to managers in the reporting line and users with sensitive access not visible to the person themselves highly sensitive visible to org owners and users with access to view sensitive data name of goal (required) the clear, outcome focused statement of what the goal is trying to achieve this name appears throughout charthop wherever the goal is referenced goals can include an emoji icon, which displays alongside the name in all views date range (required) start and end dates for the goal select a preset from the dropdown or set custom dates using the date pickers date range provides the time boundary for progress tracking, charts, and forecasting description context for why the goal exists and what success looks like supports rich text formatting, links, images, and markdown owners the people accountable for tracking progress, updating confidence, and communicating status owners see this goal highlighted on their profile page every goal should have at least one clear owner search and select from all members of the organization supporters contributors who help achieve the goal without owning the outcome supporters also see this goal highlighted on their profile page multiple supporters can be added groups teams, functions, or departments associated with the goal groups tagged on a goal see it highlighted on their group page tagging groups also improves filtering and clarifies which parts of the organization are involved save select create goal to save once created, the goal can be expanded with metrics, milestones, sub goals, and progress updates adding a sub goal sub goals break a larger goal into focused pieces of work each sub goal has its own owner, confidence, and progress, making execution visible without losing alignment to the parent to add a sub goal, open the parent goal's detail view and select + sub goal from the sidebar this opens the same create goal modal with the parent pre filled all fields work the same way sub goals are especially useful for cross functional initiatives where multiple teams contribute to a shared outcome editing a goal select edit goal from within any goal's detail view to open the edit goal modal all fields are editable, including goal type and parent goal existing owners, supporters, and groups appear as removable pill tags select save changes to apply updates, or cancel to exit without saving to permanently delete a goal, select delete goal in red at the bottom left of the edit goal modal share sharing and access select the pencil icon next to the sensitivity badge in the goal's top bar to open the share modal the share modal has two sections sensitivity change the goal's visibility setting selecting a new sensitivity applies it immediately across the platform share with add specific people or groups and assign them an access role admin can create, edit, and manage the goal, including assigning owners editor can update progress and add comments groups listed in the share modal show their member count and open position count for reference select save to apply changes custom calculation metrics and the goal creator when a goal target uses a calculation to calculate current progress charthop evaluates that expression using the goal creator's identity and permissions , not the goal owner's or the viewer's this means the expression can access exactly what the goal creator can access, including any sensitive fields they have permission to see it does not grant access to data the creator could not otherwise view the practical implication if a goal calculation relies on data that requires specific permissions to access , the goal must be created by a user who has the appropriate access to that data if the wrong user creates the goal, the expression may silently return no results or incorrect values modules https //www 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